Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Portfolio holdings

AUM $36.4B
1-Year Est. Return 20.08%
This Quarter Est. Return
1 Year Est. Return
+20.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.87B
AUM Growth
+$220M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,403
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$7.98M
3
+$6.5M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$4.42M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$3.86M

Top Sells

1
+$13.9M
2
+$13.8M
3
+$4.87M
4
VB icon
Vanguard Small-Cap ETF
VB
+$4.76M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.24M

Sector Composition

1 Energy 6.47%
2 Technology 4.95%
3 Financials 4.82%
4 Healthcare 4.42%
5 Industrials 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1251
$142K 0.01%
12,600
-2,750
1252
$141K ﹤0.01%
814
+338
1253
$140K ﹤0.01%
11,539
-3,969
1254
$138K ﹤0.01%
10,763
-1,173
1255
$137K ﹤0.01%
15,142
+245
1256
$134K ﹤0.01%
10,464
+127
1257
$132K ﹤0.01%
10,287
+14
1258
$132K ﹤0.01%
10,334
-600
1259
$132K ﹤0.01%
+10,426
1260
$131K ﹤0.01%
+10,853
1261
$131K ﹤0.01%
13,810
+2,706
1262
$126K ﹤0.01%
+13,410
1263
$125K ﹤0.01%
24,923
-36,326
1264
$125K ﹤0.01%
35,031
+3,567
1265
$124K ﹤0.01%
+10,520
1266
$122K ﹤0.01%
12,894
-476
1267
$120K ﹤0.01%
12,575
-1,828
1268
$118K ﹤0.01%
52,050
1269
– –
0
1270
$117K ﹤0.01%
18,338
1271
$115K ﹤0.01%
54,330
-2,260
1272
$114K ﹤0.01%
2,760
+1,500
1273
$113K ﹤0.01%
3,375
+37
1274
$113K ﹤0.01%
+2,949
1275
$110K ﹤0.01%
+15,500
49 50
51
52 53